Michael Greenen
Michael Greenen is a CFP, PFS-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Wheaton, IL, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
111 W Wesley St, Suite 1, Wheaton, IL, 60187
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Michael J. Greenen CPA PC, taking about 10% of his time during trading hours.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
Edge Financial Advisors, LLC
Lantern Wealth Guardians LTD.
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Waterstone Financial Group, INC.Broker
Terra Financial Planning Group LTD
Terra Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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